Institutional Fund
Sentinel Advisory Group, LLC
Middleton, WICIK 21181811 filings on record
Portfolio Value
$205.23M
Q1 2026
Holdings
53
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr20.4%
- First Tr Exchange Traded Fd8.9%
- Schwab Strategic Tr8.1%
- Spdr Series Trust7.1%
- Ishares Tr4.6%
- Fidelity Covington Trust4.6%
- Other46.3%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 64.0K | $41.79M | 20.4% | +64.0K | First Filing |
| 2 | First Tr Exchange Traded Fd | 266.2K | $18.18M | 8.9% | +266.2K | First Filing |
| 3 | Schwab Strategic Tr | 675.0K | $16.71M | 8.1% | +675.0K | First Filing |
| 4 | Spdr Series Trust | 149.2K | $14.61M | 7.1% | +149.2K | First Filing |
| 5 | Ishares Tr | 65.3K | $9.52M | 4.6% | +65.3K | First Filing |
| 6 | Fidelity Covington Trust | 255.3K | $9.50M | 4.6% | +255.3K | First Filing |
| 7 | Ishares Tr | 67.4K | $8.63M | 4.2% | +67.4K | First Filing |
| 8 | Capital Group New Geography | 243.5K | $7.69M | 3.7% | +243.5K | First Filing |
| 9 | Neos ETF Trust | 151.8K | $7.49M | 3.7% | +151.8K | First Filing |
| 10 | Ishares Inc | 101.5K | $7.08M | 3.4% | +101.5K | First Filing |
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